Low Minimum Investing

The minimum investment in either the Monetta Mutual Fund or the Young Investor Fund is:
$1,000 no additional investment account required or
$100 with an additional automatic investment plan (AIP)* of at least $25 per month.

Investing for your retirement or child's educational expenses through a low minimum automatic investment plan (AIP) can be an effective way to accumulate assets. Funds are automatically deducted from your checking/savings account or paycheck. Studies indicate that regular automatic investing, also known as dollar cost averaging, has the potential to be an effective investment plan for long-term asset accumulation.

An AIP does not assure a profit or protect against loss in declining markets. It is a plan that lets you invest a low minimum amount on a regular basis regardless of short-term market volatility.

Below is a hypothetical chart that outlines the mathematical principal of dollar cost averaging at various deposits and monthly AIP levels. For example let's assume an annual rate of return of 8% and an initial deposit of $100 with an automatic investment plan of $25.00 a month. At the end of 10 years the value could have accumulated to $4,796.

Hypothetical Example of Dollar Cost Averaging
Initial Deposit* $100 $100 $1000 $1,000 $1,000 $5,000 $5,000
Monthly AIP** $25 $100 NO AIP $25 $100 $25 $100
Annual Return Assumption*** 8% 8% 8% 8% 8% 8% 8%
Hypothetical Value ($) at the end of:
Year 5 1,986 7,497 1,490 3,327 8,838 9,286 14,797
Year 7 2,978 11,386 1,747 4,550 12,959 11,540 19,948
Year 10 4,796 18,517 2,220 6,793 20,514 15,672 29,393
Year 12 6,273 24,311 2,603 8,616 26,654 19,030 37,068
Year 16 10,038 39,079 3,581 13,262 42,302 27,587 56,628

*Assumes no sales charge.
**A program of regular investing cannot assure a profit or protect against a loss in a declining market. Investors should consider their financial ability to continue purchases through periods of lower price levels.
***All investments, including those in mutual funds have risk. Principal loss is possible.
There can be no assurance that these returns will be achieved. Assumes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable fees or expenses. This hypothetical example is for illustrative purposes only and does not represent the performance of any Monetta Fund. Please call 1-1-800-241-9772 for Fund performance. An investment in the Monetta Funds will experience volatility and a flat rate of return should not be expected. This chart does not predict or project any future performance.
Past performance is no guarantee of future results.


For more information please e-mail us at info@monetta.com.

Please read the Prospectus carefully before you invest. It contains more complete information about the Monetta Funds, including risks specific to each fund, fees and expenses. A free, hard-copy of the prospectus can be obtained by calling 1-800-241-9772.

Mutual fund investing involves risk. Principal loss is possible. The Funds may make short-term investments, without limitation, for defensive purposes, which investments may provide lower returns than other types of investments. The portion of the Young Investor Fund that invests in underlying ETF’s that track the Index will be subject to certain risks which are unique to tracking the Index. By investing in ETF’s, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. Growth-oriented funds may under-perform when growth stocks are out of favor. Please refer to the prospectus for further details. While the funds are no-load, management and other expenses still apply.

*The AIP Plan does not assure a profit and does not protect against a loss in declining markets. Such a plan involves continuous investment in securities regardless of fluctuating price levels, and investors should consider their financial ability to continue purchases through periods of low price levels.

For custodial accounts, MFSI has a "college savings program" where the Monetta Shareholders automatically receive an investment kit, a quarterly newsletter, various educational materials and in addition, if enrolled, will receive Tuition Rewards.

All cost for the College Savings Program including participation in the Tuition Rewards Program are paid by MFSI.

The Fund's website contains links to third-party websites. The Fund and the advisor are not affiliated with, sponsored by, or endorsed by any 3rd party website. Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on 3rd party websites.

Monetta Financial Services, Inc. is the adviser to the Monetta Funds. The Monetta Funds are distributed by Quasar Distributors, LLC.